Owen Hand, financial advisor Ladys Island SC

Owen Hand

CRD Number: 235602
Current Firm: Royal Alliance Associates, Inc.

Owen Hand (CRD# 235602) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Ladys Island, SC and has over 42 years of experience in the finance industry. Owen Hand has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Royal Alliance Beaufort, SC Nov 2017 - Current 4
Hand & Tanner Financial Group Inc. Beaufort, SC Jul 1990 - Current 32
Owen Hand & Co Ltd Beaufort, SC Jan 1979 - Current 43
Owen Hand And Company Beaufort, SC Oct 1975 - Current 46
Invest Financial Corp. Tampa, FL Feb 2009 - Nov 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1980
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Owen K. Hand
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • AL
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • KY
  • MD
  • MA
  • NJ
  • NC
  • PA
  • SC
  • TX
  • UT
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    28,249
    MILLIONS
  • Total Number of Accounts
    112,286
    ACCOUNTS
  • Average Account Value
    $251,584
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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